Investment Advisor

Standard Chartered Plc; Johor Bahru; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Inclusive culture

Fair pay

Retirement savings

Generous leave

Flexible working

Wellbeing support

Learning & development

Job summary

Standard Chartered Plc is seeking a Wealth Solutions specialist to support RMs in delivering wealth management services, including market outlook communications and asset allocation for clients in Malaysia. The role emphasizes collaboration with investment products and regular portfolio reviews.

The ideal candidate holds relevant licenses (IPCC/FIMM) with CFA/CFP/CAIA preferred, and will work within a framework that upholds regulatory and ethical standards while driving AUM growth.

Qualifications

• Portfolio theory knowledge and asset allocation for client portfolios.
• Understanding market outlooks and investment products to propose solutions.
• Ability to communicate investment ideas and conduct portfolio reviews.

Responsibilities

• Support relationship managers in wealth solutions delivery.
• Communicate market outlooks and actionable investment ideas monthly.
• Collaborate with investment products for product solutions and campaigns.
• Conduct regular portfolio reviews to guide client investments.
• Ensure compliance with KYC and regulatory requirements.

Skills

Portfolio theory

Asset allocation

Market knowledge

Products and processes

Education

IPCC, FIMM licenses

CFA/CFP/CAIA preferred

Job description

To support RMs in terms of Wealth Solutions services, including but not limited to communicating WS Global Market Outlook, SC Wealth Select framework, our unique wealth management proposition, asset allocation and delivering NNS and AUM growth.

Key Responsibilities

Strategy

• Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability
• Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
• Work with WM Investment Products to provide monthly actionable ideas and product solutions
• Ensure daily morning huddle at branches to brief current market direction and investment solutions
• Ensure smooth management of weekly investment seminars at branches by utilizing Group CIO and in-country expertise
• Manage clients’ investment through frequent and consistent portfolio review and advice

Business

• Ensure proper and timely training for frontline prior to product/campaign launch.
• Work closely with distribution channels to provide coaching and improve frontline sales competency.

Risk Management

• Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
• Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, elevate, reduce, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• Relationship Managers, Sales Team Managers, Cluster heads, Product Managers, Head of Investment Advisory & Strategy, Head of Managed Investments, External partners

Other Responsibilities

• Embed Here for good and Group’s brand and values in Malaysia]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Skills and Experience

• Portfolio Theory
• Asset Allocation
• Market Knowledge (SIF)
• Products and Processes

Qualifications

• IPCC, FIMM, relevant banca and takaful licenses
• CFA/CFP/CAIA preferred

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.

Visit our careers website to learn more about us: www.sc.com/careers.